Walt Disney Company shares owned by Monterey Private Wealth
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Monterey Private Wealth
from 13F filings
Historical chart of Monterey Private Wealth investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by Monterey Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.1M | 9.8k | 111.35 |
| 2024-09-30 | $906k | 9.4k | 96.19 |
| 2024-06-30 | $934k | 9.4k | 99.28 |
| 2024-03-31 | $1.2M | 9.5k | 122.35 |
| 2023-12-31 | $841k | 9.3k | 90.29 |
| 2023-09-30 | $749k | 9.2k | 81.05 |
| 2023-06-30 | $816k | 9.1k | 89.28 |
| 2023-03-31 | $917k | 9.2k | 100.13 |
| 2022-12-31 | $818k | 9.4k | 86.88 |
| 2022-09-30 | $945k | 9.7k | 97.42 |
| 2022-06-30 | $931k | 9.9k | 94.39 |
| 2022-03-31 | $1.3M | 9.5k | 140.92 |
| 2021-12-31 | $1.5M | 9.5k | 154.90 |
| 2021-09-30 | $1.7M | 9.5k | 174.58 |
| 2021-06-30 | $1.7M | 9.4k | 175.79 |
| 2021-03-31 | $1.6M | 8.9k | 184.26 |
| 2020-12-31 | $1.6M | 9.0k | 181.14 |
| 2020-09-30 | $1.1M | 9.0k | 124.11 |
| 2020-06-30 | $1.0M | 9.2k | 111.56 |
| 2020-03-31 | $892k | 9.2k | 96.64 |
| 2019-12-31 | $523k | 3.6k | 144.64 |